PFM

Peak Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$641K
3
+$383K
4
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$376K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$357K

Top Sells

1
+$1.11M
2
+$637K
3
+$464K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$359K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$349K

Sector Composition

1 Technology 3.85%
2 Communication Services 0.73%
3 Healthcare 0.49%
4 Consumer Staples 0.26%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.12%
+3,530
52
$377K 0.12%
2,305
-3
53
$376K 0.12%
+17,580
54
$367K 0.12%
3,456
+200
55
$357K 0.12%
+6,545
56
$350K 0.11%
616
57
$340K 0.11%
3,664
-257
58
$317K 0.1%
3,984
+30
59
$316K 0.1%
22,000
60
$313K 0.1%
931
+270
61
$302K 0.1%
11,812
62
$289K 0.09%
1,691
+199
63
$281K 0.09%
1,840
-75
64
$272K 0.09%
2,524
+236
65
$261K 0.08%
2,013
+11
66
$252K 0.08%
530
-24
67
$248K 0.08%
9,075
+1,191
68
$248K 0.08%
+4,203
69
$244K 0.08%
4,865
70
$238K 0.08%
+1,656
71
$220K 0.07%
+366
72
$220K 0.07%
5,177
73
$214K 0.07%
+2,649
74
$213K 0.07%
1,772
-263
75
$213K 0.07%
+2,342
1 2
3
4